2023 Form 5500 filing — The Mary Cariola Children'S Center 403(B) Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015084501NAL0029048609001) for The Mary Cariola Children'S Center 403(B) Retirement Plan, reported by Mary Cariola Children'S Center, Inc. under EIN 16-0771078 and plan number 004. It reports 735 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$9.8MReported net assets$9,842,091
Participants735
Provider compensation$21.3K1 Schedule C row(s)$21,255
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015084501NAL0029048609001
- Plan sponsor
- Mary Cariola Children'S Center, Inc.
- EIN
- 16-0771078
- Plan number
- 004
- Location
- Rochester, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$9.8M total assets
Net assets$9.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,842,091
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,842,091
- Participant contributions
- $933,495
- Total income / additions
- $2,464,976
- Benefits paid
- $738,285
- Administrative expenses
- $21,255
- Total expenses
- $759,540
- Net increase / (decrease)
- $1,705,436
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Canandaigua National Bank & Trust | NONE | $21,255 | $0 |